In this conversation, Kevin Sullivan and Robin Whitlock discuss the intersection of AI and retirement planning, exploring various investment strategies and the importance of having a personalized retirement plan. They evaluate different investment options, including target date funds, stock-bond portfolios, ETFs, and dividend-focused investing. The discussion also highlights upcoming trends in retirement planning for 2025, the significance of participant engagement in retirement plans, and the complexities of managing retirement assets during divorce. In this conversation, Kevin Sullivan and Gary Nolan discuss the complexities of divorce in retirement, particularly focusing on the division of retirement accounts like IRAs and 401(k)s. They emphasize the importance of having a financial plan to navigate these challenges, highlighting common mistakes and the need for effective communication between spouses. The discussion also covers the significance of risk mitigation and aligning investment portfolios with retirement goals. The episode concludes with a Q&A segment addressing common concerns about retirement planning, including the treatment of pensions and 401(k)s.

Reach out to Kevin and Robin at 800-757-6062 or https://www.infinitewealthadvisors.com/

See omnystudio.com/listener for privacy information.